Snap Receipts for Business Expenses Paid with Personal Card

Thanks for joining us here in the Community, @Michelle Rayner. I'm here to share some insights to manage your receipts in QuickBooks Online (QBO). 

In QuickBooks, there isn't a direct matching option for the snap receipts in the review receipt area. You cannot use a different account aside from your bank. Having said that, you must record them in your journal entries as usual and later match the transactions. 

To record the business expense you paid with personal funds, follow the steps below. 

1. Go to + New.
2. Selecting the Journal Entry.
3. Click the expense account for the purchase on the first line.
4. In the Debits column, enter the purchase amount.
5. Choose Partner's equity or Owner's equity on the second line.
6. In the Credits column, enter the same purchase amount.
7. Select Save and close.

I also suggest consulting an accountant to make sure the recording is accurate. You can as well ask for further guidance regarding the categorization of the accounts.

You can visit this article about managing expenses in QuickBooks Online for your future reference: Manage expenses.

Keep me posted if you need a hand with tracking receipts in QBO. I'll be here to help. Take care always.

Hi there,

Yes I understand how to do a journal entry that way. I am asking if there is a way to do it direct through Snap receipts, as I outlined in my query.

Thanks, Michelle 

Hello there, Michelle. Thanks for getting back here. I'm here to provide additional information about managing your receipt in QuickBooks Online (QBO).

In QBO, the option to directly match the snap receipts in the review receipt section is unavailable. That said, you’ll have to record them as journal entries and match the transactions later just like you usually do. Then, for reference in recording business expenses made with personal funds, feel free to check this article: Pay for business expenses with personal funds.

I've also added this helpful link that you can access in managing your receipts in QBO: Upload your receipts and bills to QuickBooks Online.

Please let me know how this goes. If you have any other concerns about tracking receipts in QBO, don't hesitate to leave a comment below. I'm just a post away to lend a hand. Have a great week ahead and take care. 

Did you ever get an answer to this issue? I feel like the only way is to attach a picture of the receipt to journal entry and then just delete it under receipts? Have you figured out a different way yet?

Did you ever figure out a way to do this? I think just attaching a picture on journal entry is the way to go and then delete the upload of personally paid receipt?

Thank you for reaching out with your question about managing receipts in journal entries, @Lowden Ledger. Your approach of attaching a photo of the receipt directly to the journal entry and then removing it from your general uploads is currently the best practice for keeping your records organized in QuickBooks Online (QBO).

If you have suggestions on how we can improve your experience with QuickBooks Online, we'd love to hear from you. Here's a simple way to share your feedback:

1. Click on the Settings icon
2. Choose the Feedback option.
3. Type your comments or suggestions, then click Next to send them our way.

Your input is invaluable in helping us make QuickBooks even better and more user-friendly. 

Additionally, I'd like to provide you with a helpful link that guides you through reconciling your account in QBO: Reconcile an account in QuickBooks Online.

If you have any further questions about journal entries or anything else, please don't hesitate to leave a comment below. We're here to ensure everything runs smoothly for you.